Michelle S. Vang Portfolio
Invests via Socha Financial Group LLC | Managed by Michael Socha, Michelle Socha Vang, Jolie McCarthy
Invests via Socha Financial Group LLC
Managed by Michael Socha, Michelle Socha Vang, Jolie McCarthy
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Michelle S. Vang Profile
With a distinguished background in venture capital, Michelle S. Vang has established herself as a leader within the technology investment space. Her track record reflects significant contributions to numerous startups, particularly in sectors that bridge innovation and market disruption. Known for her keen insights into emerging technologies, she plays an instrumental role in guiding portfolio companies towards scalable growth while nurturing early-stage ideas into viable business models. Vang’s experience positions her as a vital connector between investors and pioneering entrepreneurs eager to transform their visions into reality.
With a distinguished background in venture capital, Michelle S. Vang has established herself as a leader within the technology investment space. Her track record reflects significant contributions to numerous startups, particularly in sectors that bridge innovation and market disruption. Known for her keen insights into emerging technologies, she plays an instrumental role in guiding portfolio companies towards scalable growth while nurturing early-stage ideas into viable business models. Vang’s experience positions her as a vital connector between investors and pioneering entrepreneurs eager to transform their visions into reality.
Investment Philosophy & Strategy
In the realm of technology investment, Michelle S. Vang leverages her venture capital expertise to identify and cultivate transformative ideas within dynamic markets. Focused on early-stage startups, she emphasizes strategic innovation and operational scalability as key components for success. By integrating a hands-on approach with deep sector knowledge, she adeptly assesses growth potential and aligns resources effectively to support burgeoning enterprises. Her role extends beyond traditional investing; Vang actively fosters collaboration between innovative thinkers and funding sources to facilitate impactful advancements in technology.
In the realm of technology investment, Michelle S. Vang leverages her venture capital expertise to identify and cultivate transformative ideas within dynamic markets. Focused on early-stage startups, she emphasizes strategic innovation and operational scalability as key components for success. By integrating a hands-on approach with deep sector knowledge, she adeptly assesses growth potential and aligns resources effectively to support burgeoning enterprises. Her role extends beyond traditional investing; Vang actively fosters collaboration between innovative thinkers and funding sources to facilitate impactful advancements in technology.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
129.79%
Gain -2.18%
Monthly
1.43%
Yearly
18.66%
Drawdown
25.44%
$239.46M
Equity
Holdings
$239.46M
Investment
$168.81M
$129.55M
Profit -$4.31M
Realized
$58.9M
Unrealized
$70.65M
Dividends
$12.04M
Goals
Avg. 43.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.18%
Profit
-$4.31M
Win %
92%
This Week
Compared To Last Week
Gain
-4.13%
Profit
-$10.32M
Win %
92%
This Month
Compared to last month
Gain
-2.37%
Profit
-$5.82M
Win %
92%
This Year
Compared to last year
Gain
-2.57%
Profit
-$6.32M
Win %
93%
CAPE DoubleLine Shiller CAPE U.S. Equities ETF
+0.05%
+$708.62 
TECL Direxion Daily Technology Bull 3x Shares
-8.07%
-$44,624.97 
TQQQ ProShares UltraPro QQQ
-6.88%
-$38,729.92 
FXL First Trust Technology AlphaDEX Fund
-3.9%
-$124,392.82 
GLW Corning Incorporated
-3.62%
-$161,460.98 
XLK State Street Technology Select Sector SPDR ETF
-2.64%
-$709,044.07 
QQQ Invesco QQQ Trust, Series 1
-2.27%
-$1.33M 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.93%
-$8,086.35 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.75%
-$611,483.15 
SCHB Schwab U.S. Broad Market ETF
-1.25%
-$282,699.98 
SPY SPDR S&P 500 ETF Trust
-1.12%
-$594,478.53 
FFLC Fidelity Large Cap Core Fund
-1.1%
-$395,161.65 
PSMO Pacer Swan SOS Moderate October ETF
-0.61%
-$1,564.97 
COWZ Pacer US Cash Cows 100 ETF
-0.13%
-$514.35 Events
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Dividends
Dividend Analysis
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| Trades 360 | Longs Won 250/360 69% | Profit Factor 52.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.42M |
| Average Win $528,270.94 | Best Trade (Dec 31) $12.25M | Sharpe Ratio -8.75 |
| Average Loss -$22,870.53 | Worst Trade (Jun 29) -$941,119.34 | Z-Score 2.45 (98.59%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 6d | Expectancy $359,866.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| CAPE DoubleLine Shiller CAPE U.S. Equities ETF | 47,241 | $1.12M | $1.51M | - | $390,450.3 | 34.76% | +0.047% |
| COWZ Pacer US Cash Cows 100 ETF | 5,715 | $330,498.46 | $401,421.6 | - | $70,923.14 | 21.46% | -0.128% |
| FFLC Fidelity Large Cap Core Fund | 607,941 | $27.85M | $35.67M | - | $7.82M | 28.07% | -1.096% |
| FXL First Trust Technology AlphaDEX Fund | 14,414 | $1.87M | $3.06M | - | $1.19M | 63.94% | -3.905% |
| GLW Corning Incorporated | 32,260 | $1.47M | $4.3M | - | $2.83M | 192.06% | -3.616% |
| GRNY Fundstrat Granny Shots US Large Cap ETF | 1.26M | $31.34M | $34.34M | - | $3M | 9.56% | -1.75% |
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | 6,971 | $382,917.02 | $410,870.74 | - | $27,953.72 | 7.3% | -1.93% |
| PSMO Pacer Swan SOS Moderate October ETF | 7,634 | $235,013.38 | $256,311.55 | - | $21,298.17 | 9.06% | -0.607% |
| QQQ Invesco QQQ Trust, Series 1 | 80,816 | $29.98M | $57.5M | - | $27.52M | 91.82% | -2.268% |
| SCHB Schwab U.S. Broad Market ETF | 764,054 | $14.07M | $22.36M | - | $8.29M | 58.89% | -1.249% |
| SPY SPDR S&P 500 ETF Trust | 68,726 | $42.77M | $52.45M | - | $9.68M | 22.63% | -1.121% |
| TECL Direxion Daily Technology Bull 3x Shares | 2,661 | $267,455.42 | $508,357.44 | - | $240,902.02 | 90.07% | -8.07% |
| TQQQ ProShares UltraPro QQQ | 7,624 | $338,863.35 | $524,073.76 | - | $185,210.41 | 54.66% | -6.882% |
| XLK State Street Technology Select Sector SPDR ETF | 142,093 | $16.78M | $26.17M | - | $9.39M | 55.94% | -2.638% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Michelle S. Vang?
The largest contributions to the portfolio's profits come from the following stocks: DoubleLine Shiller CAPE U.S. Equities ETF - $18.38M, Schwab U.S. Broad Market ETF - $13.44M, JPMorgan Nasdaq Equity Premium Income ETF - $9.79M, Invesco QQQ Trust, Series 1 - $5.96M, and Corning Incorporated - $4.58M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: CAPD - $941,119.34, Invesco S&P 500 Equal Weight Health Care ETF - $184,761.58, ProShares Ultra S&P500 - $151,116.45, Quadratic Interest Rate Volatility and Inflation Hedge ETF - $131,087.38, and Constellation Brands, Inc - $62,238.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michelle S. Vang's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.04M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $4.6M, DoubleLine Shiller CAPE U.S. Equities ETF - $1.5M, Invesco QQQ Trust, Series 1 - $1.05M, Schwab U.S. Broad Market ETF - $970,899.54, and SPDR S&P 500 ETF Trust - $778,376.33. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michelle S. Vang's monthly returns?
Michelle S. Vang's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Michelle S. Vang's strategy be considered aggressive or moderate?
Michelle S. Vang's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Michelle S. Vang's strategy?
Michelle S. Vang's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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